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CTHR

Charles & Colvard Ltd

Delisted

CTHR was delisted on the 24th of April, 2025.

33 hedge funds and large institutions have $29.6M invested in Charles & Colvard Ltd in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more capital invested

Capital invested by funds: $10.3M → $29.6M (+$19.3M)

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

10% more funds holding

Funds holding: 3033 (+3)

56% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 9

Holders
33
Holders Change
+3
Holders Change %
+10%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
4
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
1
Goldman Capital Management
New York
$22.4M
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$1.05M -$9.26K -443 -0.9%
RFC
3
Regions Financial Corp
Alabama
$969K
Vanguard Group
4
Vanguard Group
Pennsylvania
$921K
OIM
5
Orca Investment Management
Oregon
$832K -$12.2K -582 -1%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$725K
US Bancorp
7
US Bancorp
Minnesota
$530K
BCM
8
Bridgeway Capital Management
Texas
$363K +$106K +5,052 +42%
EWP
9
Edmunds White Partners
Virginia
$323K +$318K +15,227 New
Wells Fargo
10
Wells Fargo
California
$301K +$59.4K +2,844 +25%
AIG
11
American International Group
New York
$168K -$27.2K -1,300 -14%
Morgan Stanley
12
Morgan Stanley
New York
$138K +$1.74K +83 +1%
BFA
13
BlackRock Fund Advisors
California
$131K -$9.38K -449 -7%
RBC
14
Ronald Blue & Co
Georgia
$131K
PP
15
Palladium Partners
Virginia
$111K -$73.4K -3,513 -40%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$104K
California Public Employees Retirement System
17
California Public Employees Retirement System
California
$77K
Northern Trust
18
Northern Trust
Illinois
$75K -$209 -10 -0.3%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$60K -$1.09K -52 -2%
JIC
20
Johnson Investment Counsel
Ohio
$53K +$52.2K +2,500 New
CFA
21
Capstone Financial Advisors
Illinois
$32K
TH
22
Timber Hill
Connecticut
$30K +$29.6K +1,415 New
ANTB
23
AMG National Trust Bank
Colorado
$29K
GF
24
Gerstein Fisher
New York
$25K -$23.3K -1,116 -48%
MA
25
MUFG Americas
New York
$8K +$7.88K +377 New

CTHR Hedge Fund Activity: Q3 2014 in Review

33 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Charles & Colvard Ltd (CTHR) for Q3 2014, worth a combined $29.6M — up 187% from $10.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CTHR positions and 3 closed out — a net gain of 3 holders — while 4 added to existing stakes and 9 trimmed.

The largest buyer was Edmunds White Partners, opening a new position worth an estimated $318K. The largest seller was Brandywine Global Investment Management, exiting entirely with an estimated $153K sold.

  • 33 institutional investors held Charles & Colvard Ltd (CTHR) as of Q3 2014, up from 30 in Q2 2014.
  • Funds reported $29.6M of Charles & Colvard Ltd stock for Q3 2014, up 187% quarter-over-quarter.
  • 6 funds opened new Charles & Colvard Ltd positions in Q3 2014 and 3 closed out, a net change of +3 holders.
  • The largest Charles & Colvard Ltd buyer in Q3 2014 was Edmunds White Partners, an estimated $318K added.
  • The largest Charles & Colvard Ltd seller in Q3 2014 was Brandywine Global Investment Management, an estimated $153K sold.

Based on aggregated 13F filings for Q3 2014.